Professional Advisor Speaker Series

The Foundation's Professional Advisor Speaker Series, curated by our Speaker Series Planning Committee, is offered to professional advisors to help them better address their clients' charitable gift planning needs.

Due to COVID-19,  the 2021 series will be hosted online via the Zoom platform.

Our network of professional advisors comprises L.A. area professionals working in estate planning, accounting, financial planning, insurance, and law.

If you would like to be added to our network of professional advisors, send us an email with your name, title, company name and address, and a brief message with your request. These events are not open to the general public and we will email all invitations.

For registration questions, contact Heather Glynn at 323.761.8704 or by email.

Details:

  • Online session times are noted below.
  • There is no fee for the sessions.
  • Each session has been approved for 1 hour of General California MCLE or CPE credit

2021 Professional Advisor Speaker Series Topics

2016-pass-topic-7

Wednesday, December 8
Integrating Philanthropy into your Estate Plans

  • 12:00-1:00 p.m. — Program
  • 1:00 p.m. — Networking

Samuel Greenberg (Ernst & Young)

2016-pass-topic-1

Wednesday, April 28
The (Tax) Truths and Consequences of Leaving California
Watch Recording

  • 12:00-1:00 p.m. — Program
  • 1:00 p.m. — Networking

Dennis Perez (Hochman Salkin Toscher Perez)
Steven Toscher (Hochman Salkin Toscher Perez)

2016-pass-topic-2

Wednesday, May 19
IRS Priorities 2021 – New Developments in IRS Compliance Enforcement, Priorities and Focus Watch Recording

  • 12:00-1:00 p.m. — Program
  • 1:00 p.m. — Networking

Igor Drabkin (Holtz, Slavett & Drabkin)
David Holtz (Holtz, Slavett & Drabkin)

2016-pass-topic-3

Wednesday, June 16
My Family Comes First and Charity Begins at Home - How does this work for people who already have a charitable gift to the United States Government? Techniques to consider in switching the charitable gift.
Watch Recording

  • 12:00-1:00 p.m. — Program

Allan Cutrow (Mitchell Silberberg & Knupp)

2016-pass-topic-4

Wednesday, September 1
Valuation Review: Understanding the Potential Pitfalls of Valuation Analyses and Appraisal Reports

Watch Recording

  • 12:00-1:00 p.m. — Program
  • 1:00 p.m. — Networking

R.J. Starr (Andersen)

2016-pass-topic-5

Wednesday, October 13
California Trust Taxation

  • 12:00-1:00 p.m. — Program
  • 1:00 p.m. — Networking

Sonia Deshmukh Woodruff (California Franchise Tax Board, Legal Division)

2016-pass-topic-6

POSTPONED - Wednesday, November 10
A Perfect Fit or a Trap for the Unwary?: Using Trusts to Structure Divorce Settlements

  • 12:00-1:00 p.m. — Program
  • 1:00 p.m. — Networking

Nicole M. Pearl (McDermott Will & Emery)